FCMT

Founders Capital Management (Texas) Portfolio holdings

AUM $189M
1-Year Est. Return 22.64%
This Quarter Est. Return
1 Year Est. Return
+22.64%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$127M
AUM Growth
-$29.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
415
New
Increased
Reduced
Closed

Top Buys

1
+$2.05M
2
+$1.87M
3
+$1.27M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$1.17M
5
CMCSA icon
Comcast
CMCSA
+$387K

Top Sells

1
+$2.27M
2
+$1.38M
3
+$1.38M
4
DIS icon
Walt Disney
DIS
+$1.19M
5
LOW icon
Lowe's Companies
LOW
+$1.07M

Sector Composition

1 Technology 15.74%
2 Industrials 13.89%
3 Healthcare 13.83%
4 Energy 8.4%
5 Consumer Discretionary 6.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$25K 0.02%
4,000
202
$25K 0.02%
1,500
203
$25K 0.02%
1,162
204
$25K 0.02%
2,000
+1,200
205
$24K 0.02%
1,300
206
$24K 0.02%
766
+154
207
$24K 0.02%
2,000
208
$24K 0.02%
710
209
$24K 0.02%
300
-300
210
$23K 0.02%
181
-20
211
$23K 0.02%
1,000
212
$23K 0.02%
+379
213
$23K 0.02%
+472
214
$23K 0.02%
65
+5
215
$23K 0.02%
900
+400
216
$22K 0.02%
100
217
$22K 0.02%
+232
218
$22K 0.02%
+1,500
219
$22K 0.02%
+429
220
$22K 0.02%
+2,992
221
$22K 0.02%
2,000
222
$21K 0.02%
+233
223
$21K 0.02%
2,000
224
$21K 0.02%
224
+106
225
$21K 0.02%
3,000
7 8
9
10 11